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9635 Maroon Circle Suite 100, Englewood, CO 80112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-05-12 |
| TX | RA | APPROVED | 2011-05-10 |
| VA | RA | APPROVED | 2004-03-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Geneos Wealth Management | Roanoke | VA | 03/2004 | Present |
| Ifa Wealth | Roanoke | VA | 06/2020 | Present |
1)DBA: WORKS UNDER IFA WEALTH BUSINESS LOCATED AT BRANCH LOCATION. 2)INDEPENDENT REP WITH VARIOUS INSURANCE COMPANIES.FOR FIXED BUSINESS ONLY. 3) HILLS OF ASHLEY HOA-BOARD MEMBER.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-12-03 |
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